LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.87B
AUM Growth
+$834M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$35.8M
3
+$30.5M
4
NOW icon
ServiceNow
NOW
+$22.1M
5
IQV icon
IQVIA
IQV
+$10.1M

Top Sells

1
+$59.4M
2
+$29M
3
+$14.7M
4
TJX icon
TJX Companies
TJX
+$13.8M
5
PAYC icon
Paycom
PAYC
+$11.9M

Sector Composition

1 Technology 34.28%
2 Healthcare 18.59%
3 Financials 12.46%
4 Consumer Discretionary 10.94%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
+119
902
$2K ﹤0.01%
+35
903
$2K ﹤0.01%
+7
904
$2K ﹤0.01%
+155
905
$2K ﹤0.01%
+48
906
$2K ﹤0.01%
+43
907
$2K ﹤0.01%
+37
908
$2K ﹤0.01%
+13
909
$2K ﹤0.01%
+16
910
$2K ﹤0.01%
+21
911
$2K ﹤0.01%
+93
912
$2K ﹤0.01%
+24
913
$2K ﹤0.01%
+24
914
$2K ﹤0.01%
+72
915
$2K ﹤0.01%
+40
916
$2K ﹤0.01%
+37
917
$2K ﹤0.01%
+24
918
$2K ﹤0.01%
+288
919
$2K ﹤0.01%
+13
920
$1K ﹤0.01%
+61
921
$1K ﹤0.01%
+325
922
$1K ﹤0.01%
+65
923
$1K ﹤0.01%
+6
924
$1K ﹤0.01%
+204
925
$1K ﹤0.01%
+21
35 36
37
38 39